EverSource Wealth Advisors’s NI Holdings NODK Stock Holding History

EverSource Wealth Advisors’s Portfolio NODK Stock Details NODK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$598	Buy	38 +4	+12%	+$56	﹤0.01%	4094
2026 Q1	$439	Sell	34 -4	-11%	-$53	﹤0.01%	4091
2025 Q4	$506	Hold	38	–	–	﹤0.01%	3875
2025 Q3	$515	Buy	38 +24	+171%	+$315	﹤0.01%	3941
2025 Q2	$178	Sell	14 -3	-18%	-$39	﹤0.01%	4072
2025 Q1	$242	Sell	17 -4	-19%	-$58	﹤0.01%	3660
2024 Q4	$330	Buy	+21	New	+$333	﹤0.01%	3318

Other funds holding NODK

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

EverSource Wealth Advisors's NODK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NI Holdings (NODK) stake by 12% in Q2 2026, buying an estimated $56 and bringing the position to 38 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #4094.

EverSource Wealth Advisors first reported a position in NODK in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold NODK as of Q2 2026.

EverSource Wealth Advisors held 38 shares of NI Holdings worth $598 as of Q2 2026.
EverSource Wealth Advisors bought 4 NI Holdings shares in Q2 2026, an estimated $56.
NI Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4094 holding.
EverSource Wealth Advisors first reported a position in NI Holdings in Q4 2024 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held NI Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.